It is possible to apply a filter to Target Subscriptions, adding a Defined Query as follows:mah_send_to_crm__c:in:y

Only records that have mah_send_to_crm__c set to Yes or True should be exported. Sometimes records with mah_send_to_crm__c = N are also included in the export.

Root Cause:

This might be expected behavior. CRM does not allow orphan records. Health Care Organizations (HCOs) set to N can be included in the export, if they are Parents of records which are set to Y.

Example:

Doctor X is affiliated to Hospital Z.Doctor X has mah_send_to_crm__c = Y (should be included in the export).Hospital Z has mah_send_to_crm__c = N (should not be included in the export).As Doctor X cannot be an orphan record in CRM, its Parent is included in the export anyway, regardless of the filter.

Solution:

Check for the presence of Health Care Providers (HCPs) with mah_send_to_crm__c = N in the Export File. As an HCP cannot be the parent of another HCP, this would prove the filter is not working properly. In that case, a Jira should be opened.

To verify if this is the case, proceed as follows:

Login to the affected instance via FTP.

Reach the directory containing the Export Files.

Download the Export for HCPs.

Check if there are records with the attribute mah_send_to_crm__c = N.

Related Documentation:

N/A

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